FREE EDUCATIONAL WORKSHOP
Could Smart Tax Moves Help You Keep More of Your Retirement Income?
Discover smart year-end tax strategies to help retirees keep more of their money and make confident decisions before December 31st.
Wednesday, September 16 | 10:00 AM or 2:00 PM | Port Charlotte
FREE EDUCATIONAL WORKSHOP
Could Smart Tax Moves Help You Keep More of Your Retirement Income?
Discover smart year-end tax strategies to help retirees keep more of their money and make confident decisions before December 31st.
Wednesday, September 16
10:00 AM or 2:00 PM | Port Charlotte
Smart Year-End Tax Strategies for Retirees
Join us for a complimentary educational workshop focused on practical tax-planning opportunities to consider before the end of 2026.
What You’ll Learn:
- How to make retirement withdrawals more tax-efficient
- Strategies for managing Required Minimum Distributions
- When Roth conversions may be worth considering
- Tax-smart approaches to charitable giving
- Ways to help manage capital gains and Medicare IRMAA surcharges
JOIN US WEDNESDAY, SEPTEMBER 16
10:00 AM or 2:00 PM
Ideal Retirement Solutions
Port Charlotte
Space is limited, reserve your seat today.